Free Educational Classes for Members
Do you need help planning for retirement or buying a new home? We can help! Fort Worth City Credit Union offers free financial education classes for members on a variety of topics, ranging from Auto Buying Tips to Homebuyers Education, to Credit Score help, and more.
Annuity Basics Lunch & Learn - Tuesday, July 24, 2018 @ 11:30 - 12:30 pm
With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can depend on as a source of income.
If you are interested in an interactive learning session which will help you learn more about the different types of annuities commonly used today, make plans now to attend our FREE Annuity Basics Lunch & Learn Seminar for members, to be held at Fort Worth City Credit Union on Tuesday, July 24, 2018 from 11:30am - 12:30pm. Lunch will be provided.
Attendees of this Annuity Basics Seminar will learn:
- What an annuity is and how it can provide you with supplemental retirement income beyond traditional retirement sources such as IRAs, and 401(k)s
- The key features of immediate vs. deferred annuities and fixed vs. variable annuities
- How to put money into and take money out of an annuity
- The different types of payout options and factors affecting payouts
To register, contact Terrie Johnson at 817.377.7936 or email her at firstname.lastname@example.org. Seating is limited, and registration is required, so make your reservations today. This class will be held in the meeting room at Fort Worth City Credit Union, 2309 Montgomery Street. Lunch will be provided for all attendees that RSVP in advance. Dates may be subject to change.
Program provided by CU WEALTH MANAGEMENT hosted by advisors Steve Namy and Brian Rudloff.
NO BANK GUARANTEE NOT FDIC INSURED MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office. Customers work solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.
UPCOMING CLASSES IN 2018
October 20, 2018 - Homebuyers 101: What you should know before buying a home
Check back soon, as we are still adding more classes and topics. Dates are subject to change.
To register for future classes, contact Terrie Johnson at 817-377-7936 or email email@example.com. Be sure to mention which class you would like to attend. Seating is limited, and registration is required, so make your reservations today! All classes will be held in the downstairs meeting room. Coffee and donuts will be provided, unless otherwise noted. Dates may be subject to change.